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Customer Service forum

D365 CRM online - need to add LOTS of custom fields

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Hi everyone,

I need a way to be able to add a lot of custom fields for different types of Accounts.  These fields are not for every type of Account, so I don't want to end up with 100 custom fields in the standard Account entity where 15 fields are only 12% populated, 20 different fields are only 10% populated, another 12 fields are only 20% populated and so on.  I would like to put each group of custom fields in their own custom entity and when a drop down, say Customer Type is chosen, then populate a section of the screen from the corresponding custom entity.  So say I choose Customer Type "Manufacturer" then the 15 custom fields from the custom entity AcctManfacturer fill that screen section.  Is there a tool available somewhere that would assist with writing code for something like this?

Thanks in advance for any help or guidance you can provide.

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,032 Moderator on at

    Hi TML.

    Start by creating the custom entities, and custom fields. Once the custom fields are created, place them on their appropriate forms and use JavaScript to show and hide fields conditionally.

  • TML Profile Picture
    on at

    Thanks for the reply.  We had a consultant tell us that since the fileds would be from different custom enitites we would need to be using an iframe and a mixture of html and JavaScript to get the fileds to display.  That it wasn't as easy as just displaying the fields as if they were from the same standard entity as if they were all coming from the Account entity.  Is this incorrect?  We were looking for a tool to help us with creating the iframe and html code for the related entities.  Is that approach not needed?

  • Suggested answer
    Adrian Begovich Profile Picture
    1,032 Moderator on at

    Hi TML,

    The consultant is incorrect, as you do not require an IFRAME or HTML to display fields from related entities. I recommend retrieving the fields using a Web API retrieve function from your JavaScript code. This article explains how to write a retrieve method using Web API, and the CRM REST Builder tool can assist you with the development of the code.

  • TML Profile Picture
    on at

    Hi Adrian,

    That is great news.  Thanks for the reply.  I have a couple of other questions then.  First, How do I design the form - how do I pick fields from another Entity to show up on the Account form?  Secondly, how do I add records to the custom entity from the Account form?

    Thanks again for all your help!

  • TML Profile Picture
    on at

    Any insight on how to do this?  I cannot find a way to add the fields onto the main Account form and make them editable?

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